Company Brain Guide

What is Company Brain?

Company Brain is a governed knowledge engine that aggregates information from your business tools — CRMs, documents, Slack, strategy platforms — and distils it into a single, verified source of fact. That knowledge is then made available to every AI tool your team uses, automatically, via the Model Context Protocol (MCP).

Instead of every employee prompting their AI assistant with background context from scratch, Company Brain loads your company's verified knowledge into every AI session automatically. One setup, continuous benefit.

Quick Start

Get Company Brain serving context to your AI tools in four steps.

Core Concepts

Company Brain is built around five interconnected data types. Understanding how they relate makes the whole system click.

Knowledge Workflow

Information flows from raw sources through extraction, human review, and into verified Facts served to AI.

Facts

Facts are the atomic unit of knowledge in Company Brain. Each Fact is a single verifiable statement about your company, categorised, confidence-scored, and tied to a source.

Categories

Every Fact belongs to exactly one category, which controls how it's served to AI clients and how conflicts are detected.

Strategy Facts

Facts in the strategy category have additional fields: strategy_type, strategy_owner, strategy_status, and review_date. These are synced from OKR platforms (Perdoo, Weekdone) and flagged for review when deadlines approach.

Confidence Score

Each Fact carries a confidence score from 0.40 to 0.95. Scores reflect how certain the extraction pipeline is about the fact. You can override any score during review. Scores above your workspace threshold (default 0.70) are eligible for direct approval.

Proposals

Proposals are the Review Queue — the holding area for candidates that need a human decision before becoming Facts. Every piece of automated intelligence lands here first.

Reviewing proposals

Open the Review Queue from the sidebar. Each card shows the proposed statement, category, confidence score, source, and supporting evidence.

Bulk review

Select multiple proposals with the checkboxes and use the bulk action bar at the bottom of the page to verify or dismiss all at once. Useful after a large upload or agent run.

Conflict badges

If a proposal contradicts an existing Fact in the same category, it shows a conflict badge. Click to see which Fact it conflicts with before deciding.

Evidence & Signals

Evidence

Every approved Fact is backed by traceable evidence — the source excerpts, quotes, or data points that the extraction pipeline found. Evidence is created automatically during upload. You can also add evidence manually to any Fact from its detail panel.

Signals

Signals are observations that don't directly become Facts but are worth tracking. Brain Agents create signals when they detect market shifts, competitive moves, or internal changes. Signals with high importance scores are surfaced on the dashboard. Over time, clusters of signals can trigger new proposals.

Data Upload

The Data Upload page is the fastest way to get knowledge into Company Brain. You can upload a file or paste text — Claude AI does the extraction automatically.

What to upload

Any text-based business document works well: company decks, strategy briefs, one-pagers, CRM exports, board updates, pricing sheets, or org charts. The extraction pipeline is optimised for dense, structured business language.

Two-pass extraction

Every upload runs two Claude passes:

Supported file types

PDF, DOCX, TXT, MD. Maximum file size: 20 MB. For spreadsheets, export relevant sheets as CSV or paste the data directly.

Brain Agents

Brain Agents are autonomous background workers that keep your knowledge current without manual intervention. Enable them once — they run on a shared hourly scheduler and propose updates as your company and market evolve.

Built-in agents

Integration agents

Each connected integration has its own sync agent that runs incremental updates on a fixed schedule — HubSpot, Salesforce, and Pipedrive every 6 hours; Slack and Teams every 2 hours; Notion every 4 hours; Perdoo and Weekdone every hour. Syncs create Proposals when new or changed data is detected.

Agent runs

You can trigger an agent run manually from the Brain Agents page by clicking Run now. Each run is logged with duration, proposals created, and any errors. Recent runs appear in the agent's history panel.

Integrations

Integrations connect Company Brain to your existing business tools, enabling automatic knowledge extraction without manual uploads.

CRM integrations

Knowledge & collaboration

Strategy & OKR

Sync frequency

All integrations run incremental syncs every 6 hours by default. Full re-syncs happen when you first connect or when you change the integration config. You can trigger a manual sync from the integration's status page.

MCP Connect

The Model Context Protocol (MCP) is an open standard that lets AI clients fetch context from external servers. Company Brain acts as an MCP server — your AI clients query it to load your company's verified knowledge into every session.

Supported clients

Setup

MCP server URL

https://mcp.company-brain.ai/mcp?key=YOUR_KEY

JSON config snippet (Claude Desktop, Cursor, Devin Desktop)

{
  "mcpServers": {
    "company-brain": {
      "type": "http",
      "url": "https://mcp.company-brain.ai/mcp?key=YOUR_KEY"
    }
  }
}

Available MCP tools

Once connected, your AI client can call any of these tools during a session:

Team Key Sharing

Team key sharing lets your colleagues connect their AI tools to Company Brain without needing a Company Brain account. One company key, shared via a link — teammates connect in under two minutes.

How it works

Connection tracking

The Team page shows how many teammates are connected and which AI clients they're using (Cursor, Claude Desktop, ChatGPT, etc.). This updates in real time as colleagues connect.

Roles & Permissions

Company Brain uses four role levels. Roles are set per workspace member and control what each person can read, write, and approve.

Inviting teammates

Go to Invite Others from the sidebar. Enter the email address and select a role. The invited person receives an email with a unique link. Links expire after 7 days.

Company key vs. workspace membership

Teammates who connect via the company key (Team page) are not workspace members — they only get read access to your knowledge via MCP. They cannot log in, review proposals, or manage anything. For full workspace access, invite them via Invite Others.

Plans & Pricing

Company Brain is available on three plans. All plans include the core knowledge engine — facts, proposals, evidence, signals, glossary, business rules, and MCP access. Higher plans unlock more members, capacity, and advanced agents.

Business Glossary

The Business Glossary is your company's canonical dictionary — a curated set of terms, definitions, synonyms, and scope boundaries that give AI tools a shared vocabulary for understanding your business.

Without a shared glossary, AI tools make assumptions. "ICP" might be interpreted as a generic marketing concept rather than your specific customer definition. "Activation" might follow a textbook formula rather than the metric your team actually measures. The glossary closes that gap by injecting your definitions into every AI session via the MCP knowledge pack.

What a glossary term contains

How terms are added

Terms can be added manually via the Glossary page, proposed by Brain Agents during fact extraction, or surfaced when the extraction pipeline encounters a term it cannot resolve. Terms marked Needs definition have been recognised as important but not yet defined — they appear as a work queue on the Glossary page.

Editing terms

Changes to glossary terms go through the proposal workflow — edits create a new versioned record pending review, so the canonical definition is never overwritten without an approval step. The previous version is retained and traceable.

Business Rules

Business Rules are explicit, machine-readable statements that capture how your company operates — what is required, what is forbidden, what is permitted, and what depends on conditions. They give AI tools guardrails so they can reason within your actual operating constraints, not generic assumptions.

Rule anatomy

Enforcement tiers

How rules create value

A well-maintained rule set means your AI tools know not to quote custom pricing without approval, not to promise delivery timelines that violate SLA policy, and to always recommend legal review for contracts above a certain threshold — without anyone having to prompt them. Rules shift AI behaviour from generic to company-specific at inference time.

Adding and editing rules

Rules are added via the Business Rules page. Like glossary terms, edits go through the proposal workflow — every change creates a new versioned record pending review, preserving the audit trail.